ESTIMATES + INVOICES
Turn approved scope into a clear request
Build estimates and invoices from your product catalog, customer record, and agreed work. Keep the amount, owner, and history together.
Get paid without losing the customer context.
Create estimates, invoices, recurring invoices, and payment links—then track every transaction beside the customer, workflow, and team responsible for it.
Estimates + invoicesRecurring billingPayment linksTransactions + reconciliation
Before payment
PAYMENTSPayment received
$2,850
Northstar Studio
Form submitted → payment link created
Customer, status, and next action updated
After payment
✓Quote the work clearlyCreate an estimate, confirm the scope, and turn approved work into an invoice without rebuilding the details.
✓Give customers a direct way to payShare an invoice or payment link from the same workspace where the customer relationship already lives.
✓See every transactionReview payment activity, status, and reconciliation without separating it from the customer record.
✓Continue the work automaticallyUse payment status to keep follow-up, ownership, delivery, and reporting moving.
One payment lifecycle
Run the full payment lifecycle in one place.
Move from estimate to invoice, payment, reconciliation, and the next customer action without stitching together separate records.
ONE-TIME + RECURRING
Bill once or on a schedule
Create direct payment links for a specific offer and recurring invoices for ongoing services, retainers, or memberships.
TRANSACTIONS + RECONCILIATION
Know what was paid and what needs attention
Review transaction activity and reconciliation status, then bring exceptions back into the workflow with context.
Why connection matters
More than a payment screen.
Spacebrain makes payment activity part of the customer workflow, so the team can act on what happened before and after money changes hands.
Payment creates another handoff
Customer details copied into a separate system
Payment status checked manually
Follow-up recreated in another tool
Reporting loses the customer story
Payment moves the work forward
Estimate and invoice stay linked to the customer
Transactions remain visible beside the CRM record
Automations can continue the next approved step
Teams review payment and delivery in one operating context
Built for connected customer work
A payment should close the loop, not break the workflow.
The connected payment path
Customer context → clear request → payment status → next action
01Capture demand
02Agree the scope
03Collect and continue
Spacebrain keeps the customer, offer, payment activity, owner, and next step connected from the first request through delivery.
How it works
From scope to settled.
Start with the customer and the work. Spacebrain keeps every payment object connected as the relationship moves forward.
STEP 01
Create
Choose the customer, products, pricing, and terms. Build an estimate, invoice, recurring invoice, or payment link.
STEP 02
Send
Share the request through the customer workflow without copying contact or deal details into another system.
STEP 03
Track
Review transaction activity, payment status, and reconciliation from the same operating workspace.
STEP 04
Continue
Keep delivery, reminders, ownership, and reporting moving with the payment context attached.
Built for modern revenue teams
Use the same payment system across every offer.
Set up different products, terms, billing schedules, owners, and follow-up for each business, client, service, or campaign.
Service businesses
Quote work, send the invoice, and keep delivery attached to the same customer.
Agencies
Standardize estimates, recurring invoices, and payment tracking across client workspaces.
Consultants
Turn approved proposals into invoices and keep follow-up tied to the engagement.
Recurring services
Manage ongoing invoices for retainers, memberships, and repeat services.
Events and webinars
Share a payment link and keep purchase activity beside registration and follow-up.
Sales teams
Connect the commercial request, transaction, CRM record, and next action.
For agencies
Standardize billing across client work.
Give each client workspace its own products, estimates, invoices, links, transactions, and payment history—while your team operates one repeatable delivery model.
1
Package the offerTurn your recurring service into clear products, terms, and payment requests.
2
Keep client work separateManage each client’s customers, billing activity, and delivery context in the right workspace.
3
Reuse what worksStandardize the payment-to-delivery workflow instead of rebuilding it for every client.
Frequently Asked Questions
Questions teams ask before they start.
What can I create in Spacebrain Payments?
Create estimates, invoices, recurring invoices, and payment links. You can also manage products, review transactions, and work through reconciliation.
Does Payments connect to the CRM?
Yes. Payment objects and activity can stay associated with the customer context, owner, and related work instead of living in a separate payment-only record.
Can I use it for recurring billing?
Spacebrain includes recurring invoices for ongoing services, retainers, memberships, and other repeat billing workflows.
How do I track payment activity?
Use Transactions to review payment activity and Reconciliation to identify what is settled and what still needs attention.
Can I reuse products and pricing?
Yes. Keep a product catalog for the offers and line items your team uses repeatedly, then add them to estimates, invoices, and payment links.
Which Spacebrain modules connect to Payments?
Payments is designed to work beside CRM, Forms, Funnels, Email, Automations, Tasks, and reporting so payment status can remain part of the customer workflow.
Can agencies use Payments across client workspaces?
Yes. Agencies can keep client workspaces separate while reusing a consistent payment and delivery process across accounts.
Are processor fees and payment methods the same for every account?
Available payment methods, processing fees, and settlement details depend on your enabled payment setup and provider. Review the current settings and pricing before going live.
Estimate. Invoice. Collect. Continue.
Make payment part of the workflow.
Start with one offer and one customer. Create the request, track the payment, and keep the next action connected.